How do I view my Credential or Qtrade investment accounts in online banking?

If you have accounts at any of the service partners listed below that are managed by Vancity, you can establish links with those accounts to view transaction history, balances and account details in your online banking at Vancity, providing you with a more complete picture of your finances.

Segregated fund products available through Vancity Life Insurance Services Ltd. can also be added by selecting the “Credential Asset Management” link.

Currently this feature is only available for our personal banking members and is not available in the Vancity mobile app. Accounts held in trust are also not eligible.

Legal disclosure

For your convenience, Vancity has provided a service that allows you to link your Credential Asset Management, Credential Securities or Qtrade Investor account and view that information in Vancity online banking. However, Vancity accepts no liability for the accuracy of the information being provided.

Online brokerage services are offered through Qtrade Investor. Mutual funds and other securities are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth. Mutual funds are offered through Credential Asset Management Inc. Qtrade Investor, Credential Securities and Credential Asset Management are separate legal entities from your credit union. Mutual funds and other Securities purchased through these entities may fluctuate in value and are not insured by a government deposit insurer or guaranteed by your credit union.

Credential disclosure and mutual funds disclaimer 

Segregated fund products, service and advice are available through Vancity Life Insurance Services Ltd.

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